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AMD, Which Lost Over $2.8 Billion In 5 Years, Takes a Hit After New Report (arstechnica.com)
An anonymous reader quotes a report from Ars Technica: On Monday, AMD's stock price plunged nearly 9 percent after a report by Morgan Stanley, a major investment bank, which found that "microprocessor momentum" has slowed. According to CNBC, a new report by analyst Joseph Moore found that "cryptocurrency mining driven sales for AMD's graphics chips will decline by 50 percent next year or a $250 million decline in revenue. He also forecasts video game console demand will decline by 5.5 percent in 2018." As per AMD's own SEC filings, the company lost over $2.8 billion from 2012 through 2016. However, new releases from AMD suggest that it may be on something of a resurgent track. As Ars reported last month, AMD's Ryzen and Threadripper processors re-established AMD's chips as competitive with Intel's.
Yeah the stock market is full of rampant speculation, but I think Wall Street is probably has it right. I know I will be modded down for pointing this out but Coffee Lake is sold out everywhere, Ryzen is not. Although Ryzen has made AMD competitive, most PC builders are still buying Intel.
Given that it took Intel 8 months to add Coffee Lake in between Kaby Lake and Cannon Lake and it took AMD 5 years to develop Ryzen... the situation that happened between 2003-2006 when AMD was the technically superior choice is unlikely to ever happen again. The good news is that Ryzen has made AMD just slightly profitable again, so at least they are no longer in danger of imminent bankruptcy.
More data to back that up:
Steam Hardware and Software Survey: http://store.steampowered.com/...
Currently showing data between April 2016 and September 2017. Includes the launch dates of AMD's latest major CPU and GPU products. AMD's GPU% dropped from 25.4% to 17.1% during the period. In the CPU Graph, AMD dropped from 23.3% to 16.53%.
GPU detailed data here: http://store.steampowered.com/...
CPU detailed data here: http://store.steampowered.com/...
Reasons for this:
- Vega was a total flop.
- Ryzen was hit by the a rare Linux compile bug (some source here: https://hothardware.com/news/a...).
- Ryzen OC potential is modest.
- Threadripper is awesome but very, very niche and not recommended for gaming due to lower IPC and frequency compared to its Intel counterpart.
- And most importantly, AMD was the underdog for way too long. It's like getting back up in the boxing ring after most spectators have left for home.
...gis sdrawkcab (usually not responding to ACs; don't bother posting as AC)